Create a Dashboard

  • Updated

Before you start, you should know

  • This feature is only available to users with an Insights Creator license
  • To create a Dashboard, you'll first need reports. To create a report, please read this article

 

Step 1: Open the report that you want to add to a Dashboard 

  1. Go to Insights > All Insights
  2. Open the report you want to add to a Dashboard

 

 

Step 2: Create your Dashboard

  1. Once you've opened your report, click on the icon on the top-right of the page
  2. Click Save
  3. Click As a new dashboard
  4. Enter a name and decide which folder the Dashboard will live
  5. Click Save

Step 3: view your Dashboard from the All Insights page

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